Reconcile proposal context when client details change
Update a client record in Notion and get a proposal list to review against the latest client context.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
A changed client detail can make earlier proposal notes harder to trust, adding another mental check to your day.
- Prompt a proposal review when client information changes.
- Help keep current context connected to related proposal records.
- Reduce the burden of remembering a separate reconciliation pass.
Setup
Build it in a few focused steps.
- 1Connect Notion and Better Proposals to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to review proposal records after a client property update.
- 3Write one instruction describing how to relate the updated client context to relevant proposals.
- 4Choose Page Properties Updated scoped to the client data source and select a channel for run reports.
- 5Test with one real client property change and review the reconciliation report.
Questions about this workflow
Will it update proposal records with the new client details?
No. Get All Proposals retrieves a paginated list for review; it does not edit proposals.
Can the trigger be scoped to the client data source?
Yes. Page Properties Updated supports a data source scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Better proposals. A trigger fires from one place; an action lands in another.
Notion triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Notion and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.